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CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
American Funds Capital World Gr&Inc 529E
Price$75.66
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
Eaton Vance Equity Strategy C
Price$20.11
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets460.16M
CWIEX vs ERBCX Comparison Chart in %
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CWIEX vs. ERBCX commentary
Oct 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a Buy and ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBCX (460M). CWIEX pays higher dividends than ERBCX: CWIEX (1.17) vs ERBCX (0.00). CWIEX was incepted earlier than ERBCX: CWIEX (24 years) vs ERBCX (15 years). ERBCX (2.05) is less costly to investors than CWIEX (1.00). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBCX: CWIEX (250) vs ERBCX (1000). CWIEX annual gain was more profitable for investors over the last year : 12.76 vs. ERBCX (9.47). CWIEX return over 5 years is better than : 57.65 vs. ERBCX (20.88).
| CWIEX | ERBCX | CWIEX / ERBCX | |
| Total Expense Ratio | 1.00 | 2.05 | 49% |
| Annual Report Gross Expense Ratio | 1.00 | 2.05 | 49% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 20.827 | 13.680 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 460M | 30,870% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 12.76 | 9.47 | 135% |
| Returns for 3 years | 63.77 | 32.36 | 197% |
| Returns for 5 years | 57.65 | 20.88 | 276% |
| Returns for 10 years | 101.66 | 47.58 | 214% |
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